Create Trello card for new Xero contact
Xero + Trello Integration
Trello + Xero Integration
Integrate Trello to Xero in one click, or tell Integrately AI how you want each card handled. Create invoices, track project expenses, update your books, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Card is created in Trello- Card is moved to list in Trello Instant
- Card is updated in Trello Instant
- Comment is added to a card in Trello
- Card is archived in Trello
- Label is added to card in Trello Instant
- Notification is created in Trello
- Checklist is created in Trello
- Activity is created in Trello Instant
- Member is added to card in Trello
- Board is added in Trello
- Label is created in Trello
- Attachments is added to card in Trello
- List is created in Trello
Contact is created/updated in Xero- Contact (supplier) in Xero
- Sales Invoice is created/updated in Xero
- Expense claim receipt is created/updated in Xero
- Payment is created/updated in Xero
- Quote is created/updated in Xero
- Account is created/updated in Xero
- Item is created/updated in Xero
- Purchase Order is created/updated in Xero
- Bill is created/updated in Xero
- Bank Transfer is created in Xero
- Bank Transaction is created/updated in Xero
- User is created/updated in Xero
2.
- Find card in Trello
- Get checklist item by id in Trello
- Find checklist item in Trello
- Get board by ID in Trello
- Get member by ID in Trello
- Get organization by ID in Trello
- Get label by ID in Trello
- Get list by ID in Trello
- Create card in Trello
- Update card in Trello
- Move card to list in Trello
- Add member to card in Trello
- Archive card in Trello
- Get attachments of card in Trello
- Get card by ID in Trello
- Create board in Trello
- Search board in Trello
- Copy board in Trello
- Close board in Trello
- Create checklist Item in Trello
- Add attachment to card in Trello
- Complete checklist Item in card in Trello
- Search list on board in Trello
- Create custom field in Trello
- Assign member to board in Trello
- Search member in Trello
- Add checklist to card in Trello
- Find checklist in Trello
- Delete checklist in card in Trello
- Create list in Trello
- Create comment in Trello
- Add label to card in Trello
- Add existing label to card in Trello
- Remove label in Trello
- Add label to board in Trello
- Find label on board in Trello
- Create project in Xero
- Add attachment to invoice in Xero
- Create task in Xero
- Add attachment to contact in Xero
- Add attachment to purchase order in Xero
- Create item code in Xero
- Update invoice items in Xero
- Get online invoice URL in Xero
- Search item by name in Xero
- Create sales invoice in Xero
- Create sales invoice for existing contact in Xero
- Search sales invoice in Xero
- Get sales invoice by id in Xero
- Create contact in Xero
- Search contact by email address in Xero
- Search contact by name in Xero
- Update contact in Xero
- Search contact by account number in Xero
- Create payment in Xero
- Create quote in Xero
- Create bill in Xero
- Create purchase order in Xero
- Add items to existing sales invoice in Xero
- Send sales invoice by email in Xero
- Search item in Xero
- Create bank transfer in Xero
- Create credit note in Xero
- Create bank transaction in Xero
- Search account in Xero
Trusted by experts at...
Ready Workflows for Trello + Xero Integration
Create sales invoices, update customer records, log project expenses, track payments, and trigger follow-ups, all in just one click.
Most popular automation
Create Xero task for new Trello checklist
Are you looking for a way to keep track of your sales process and create task for yourself in Xero? If so, you'll be glad to know that you can use Trello to create checklist of the steps in your sales process, and then create task in Xero for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
See moreThis automation will help you stay organized and make sure that no steps are forgotten.
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Trello + Xero flow
Keep your team and clients aligned with notifications, document signing, and payment tracking across your stack. Pick a combination and activate it in one click.
+
Slack (5)
Slack (5) +
Google Drive (4)
Google Drive (4) +
Stripe (3)
Stripe (3) +
Gmail (3)
Gmail (3) +
Asana (3)
Asana (3) +
DocuSign (3)
DocuSign (3) T
X
S
When a card is created in Trello, create a sales invoice in Xero and notify your finance team on Slack.
New Trello cards instantly generate Xero sales invoices while alerting your Slack channel, eliminating manual billing delays.
X
T
S
When a sales invoice is created/updated in Xero, add a comment to a Trello card and alert your team in Slack.
Keep your Trello project cards updated and notify your team in Slack whenever invoice changes occur in Xero.
T
X
S
When a card is moved to list in Trello, update the contact in Xero and post the progress in Slack.
Update Xero contacts automatically when Trello cards move lists, and announce the progress in Slack.
T
X
S
If a Trello card has an urgent label, create a purchase order in Xero and alert the purchasing channel in Slack.
Route urgent Trello tasks directly into Xero purchase orders while notifying your purchasing team on Slack.
T
X
S
Use Claude to analyse Trello card details, create a Xero sales invoice, and post the summary in Slack.
Let Claude extract billing data from Trello cards to generate Xero invoices and brief your team in Slack.
Supported triggers and actions for Trello and Xero
Mix and match to build the exact automation you need
Trello Triggers & Actions
Instant
Card is moved to list in Trello
Triggers the automation when a card is moved to a list
Try it → Comment is added to a card in Trello
Triggers the automation when a comment is added to any card
Try it → Instant
Activity is created in Trello
Triggers the automation when a new activity is created
Try it → Member is added to card in Trello
Triggers the automation when a member is assigned to a card
Try it → Attachments is added to card in Trello
Triggers the automation when a file or document is attached to a card
Try it → Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
Try it → Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
Try it → Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
Try it → Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
Try it → Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
Try it → Account is created/updated in Xero
Triggers the automation when an account is created or updated
Try it → Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
Try it → Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
Try it → Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
Try it → What can you automate with Trello + Xero?
Streamline your accounting and project management operations with ready-made automation workflows.
⚡
Create Xero invoices from new Trello cards
Automatically generate a sales invoice in Xero the moment a new card is created in Trello. Eliminate manual data transfer and keep your billing workflow instantly aligned with your projects.
📋
Transfer every custom field and description
Map detailed card descriptions, due dates, and custom fields straight into your Xero line items. Ensure your financial records capture all context from your project boards.
🔔
Alert your team instantly on updates
Notify the finance channel or specific team members the moment a project status changes or an invoice is generated, keeping everyone informed of financial milestones.
🔀
Route records based on label or list
Apply conditional logic to create different types of invoices or purchase orders in Xero depending on which label or board list your Trello card is assigned to.
🔄
Keep project tasks and books synchronised
Update existing Xero contacts and invoices automatically whenever corresponding cards are updated or moved to new lists in Trello, preventing mismatched data.
🔍
Search and update existing contacts
Look up existing contact details in Xero before creating new records, ensuring your customer database remains clean and free of duplicate entries.
💰
Automate actions on payment and bill updates
Trigger follow-up steps in Trello whenever a payment is created or a bill is updated in Xero, closing the loop between project execution and financial settlement.
💬
Extend your workflow to Slack and beyond
Trigger multi-app pipelines that start with Trello, update Xero records, and post notifications or create tasks in Slack or Google Drive in a single automated sequence.
And much more...
Who is Trello + Xero integration for?
Connecting Trello and Xero gives project managers, accountants, and business owners a seamless way to align project tracking with financial records without manual data entry.
Financial controllers
Project managers
Client account managers
Operations teams
Billing specialists
Business owners
📊
Financial controllers
You report on project budgets and revenue numbers every week, but your financial software only updates when someone manually logs transactions, so the totals you present are always outdated — with this integration, every Trello workflow change automatically reflects in Xero and your reports stay accurate.
⏱️
Project managers
You need to track billable work as it happens, but your financial records lag behind project boards, so you find out about budget overruns long after they occur — with this integration, every project update connects straight to your accounting books and you catch issues immediately.
🤝
Client account managers
You answer to clients who want clear progress updates tied to their invoices, but your team's project boards and accounting entries live in separate silos — this integration means every project milestone instantly aligns with your billing records and client reporting becomes effortless.
📈
Operations teams
You handle dozens of project deliverables and invoices every day, but keeping your project tasks and financial accounts in sync by hand leads to missed entries — automating both apps means every card update flows straight into your books without manual data entry.
💼
Billing specialists
You depend on project teams to hand over completed work before you can issue invoices, but communication delays leave billable tasks sitting undone for days — with this integration, completed project boards trigger your billing workflow instantly and work moves forward without bottlenecks.
🗂️
Business owners
You need a reliable audit history of every project cost and client invoice, but manual record-keeping always leaves gaps between your task boards and financial statements — connecting these apps means every activity leaves a complete and accurate trail in your books.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Trello + Xero
Build and manage your Trello + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Trello + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Trello + Xero Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Trello + Xero Now
In Just 1 Click!
Related Posts
How to better manage accounts & finances with the top 12 Xero Automations
Boost operational efficiency and automate business tasks with the top 12 Xero integrations. Enhance your accounting and financial processes seamlessly.
How to integrate Trello with your apps: Top 15 integrations revealed
Streamline workflows and boost productivity with top 15 Trello integrations. Enhance business operations and improve task management seamlessly.
How to Use Trello in 2025 – A Complete Step by Step Guide
Learn how to use Trello effectively for managing your projects and tasks. Our guide covers everything from setting up boards to advanced tips for maximizing productivity.
Frequently Asked Questions
How do I connect Trello to Xero?
You can connect Trello to Xero in 1 click using Integrately. Choose from ready-made templates or use Integrately AI to set up your workflow alongside apps like Slack, Google Drive, and Asana.
Can I automatically create Xero invoices when a Trello card is created?
Can I connect Trello, Xero, and Slack?
What is a good Zapier alternative for Trello and Xero?
How do I map Trello card descriptions to Xero line items?
Can I update Xero contacts when Trello members change?
Do I need coding skills to automate Trello and Xero?
Is the Trello and Xero integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Trello or Xero With 1500+ Other Apps
Popular Trello Integrations
Connect Trello with project management, team chat, and document tools to keep collaboration moving.
See All
Trello Integrations
Trello Integrations
No popular apps found
Popular Xero Integrations
Sync Xero with payment gateways, CRM systems, and reporting tools to manage business finances across your stack.
See All
Xero Integrations
Xero Integrations
No popular apps found
